Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Innovations LLC (CIK 1596076) reported $399.2M across 1 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($29.9M, 7.48%), ($27.3M, 6.84%), ($22.3M, 5.59%), ($18.8M, 4.70%), ($17.9M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | Williams Ord Shs | $29.9M | 7.48% | 410,323 | New | |
| 2 | SLB Ord Shs | $27.3M | 6.84% | 531,546 | New | |
| 3 | NextEra Energy Ord Shs | $22.3M | 5.59% | 240,391 | New | |
| 4 | Vistra Ord Shs | $18.8M | 4.70% | 124,901 | New | |
| 5 | Constellation Energy Ord Shs | $17.9M | 4.48% | 63,976 | New | |
| 6 | EQT Ord Shs | $16.5M | 4.14% | 259,594 | New | |
| 7 | Cheniere Energy Ord Shs | $15.8M | 3.95% | 55,533 | New | |
| 8 | Digital Realty Trust REIT Ord Shs | $15.3M | 3.84% | 84,979 | New | |
| 9 | Canadian Pacific Kansas City Ord Shs | $14.6M | 3.65% | 185,368 | New | |
| 10 | NRG Energy Ord Shs | $13.3M | 3.32% | 90,744 | New | |
| 11 | Halliburton Ord Shs | $12.4M | 3.11% | 318,002 | New | |
| 12 | Union Pacific Ord Shs | $11.5M | 2.87% | 47,283 | New | |
| 13 | Sempra Ord Shs | $11.3M | 2.84% | 116,533 | New | |
| 14 | Southern Ord Shs | $11.2M | 2.80% | 115,871 | New | |
| 15 | TC Energy Ord Shs | $11.1M | 2.78% | 177,391 | New | |
| 16 | SBA Communications REIT Ord Shs Class A | $11.0M | 2.75% | 63,760 | New | |
| 17 | American Tower REIT | $10.2M | 2.55% | 58,925 | New | |
| 18 | Enbridge Ord Shs | $10.0M | 2.51% | 184,766 | New | |
| 19 | DT Midstream Ord Shs | $7.3M | 1.83% | 54,239 | New | |
| 20 | Waste Management Ord Shs | $7.2M | 1.81% | 31,389 | New | |
| 21 | National Grid ADR repsg 5 Ord Shs | $7.1M | 1.79% | 84,370 | New | |
| 22 | HA Sustainable Infrastructure Capital Ord Shs | $6.9M | 1.73% | 187,959 | New | |
| 23 | RWE ADR Representing 1 Ord Shs | $6.6M | 1.65% | 97,719 | New | |
| 24 | USLIF | Entergy Ord Shs | $6.3M | 1.58% | 56,073 | New |
| 25 | Edison International Ord Shs | $6.3M | 1.57% | 85,471 | New |
Source: SEC Form 13F filings · as of 2026-03-31